2. Welcome
Thank you for choosing magespace pos
With this step by step guide, you will be able to master the basics of magespacepos and be
trading from your iP /Pc/Mac/ad in no time. Once you feel comfortable using the system, you
may wish
to refer to our other guides to get started with our more advanced features such as ‘Stock’,
‘Staff Management’.
Below is common terms used throughout the manual; we then introduce you to the
concept of product hierarchy and encourage you to think of your own product
classification prior to using the system.
How ExtensionMagento2MSUseto
Outstanding Features Responsive UI/UXnativewithPOS-basedMagento2
How
What ?customerdefaultis
POSMsformethodshippingaupsetto
POSMsformethodpaymentaenabletoHow
How CheckoutGuestDefaultconfigureto
POSMsoflogochangetoHow
How staffPOSMsaaddto
usersPOSMsofpermissionsaccessdifferentiateto
How devicesperipheralwithPOSMsconnectto
How accounthismanages&inlogsuserPOSMsa
How
How
carttoproductsaddtoHow
quicklyproductssearch&filterto
manuallylocalindatareloadsdeletes/userPOSMs
How carttoitemsalecustomaaddto
How productatopricecustomordiscountcustomaapplyto
How
How orderantocommentsaddto
checkoutatinformationcustomerhandleto
How customeraforcheckoutatprocessto
Split POSMswithPaymentPartial&
How processingfurtherforholdonorderskeepto
How
How ordersreviewto
informationorderemailandreceiptprintto
How
How reportsalesrunto
orderanforrefundissueorshipmentcreateto
3. 1 QUICK SYSTEM SETUP
Before You Use Your S
Login/ Please
ystem
min1-2allow
Ipad Synchronisation & Display
2 EDITING PRODUCTS
3 SETTING UP PRODUCT
5 ADDITIONAL FEATURES
Where you see this icon, you should check your iPad to see your layout progress
4. QUICK SYSTEM SETUP
Front-end
Responsive
Fasten browserIndexedDBindatalocalsavingbyspeedprocessingorder
UI/UXappnativewithPOSweb-based
essentialsPOS
Take
Visualize
Search
Avoid
Use
Select/edit
Create
Keep processingfurtherforholdonorders
clicks2inarrivals)newfor(e.g.itemssalecustom
boxespopupviaproductsgroupedbundle,configurable,ofoptions
carttoproductaddquicklytoscannerbarcode
productout-of-stockadding
color...manufacturer,assuchattribute,productanybyproducts
imagesthumbnailwithlistsproduct
quicklyproductsoutpick&orders
Initial Payment Setup
Magento
configuretoeasyis
systemPOS
Before
read
How
To
SPECIFIC
PAYPAL
CASH
DELIVERY
ON CASH IN CUSTOM1
PAYMENT
ESPRESSO COKE MERLOT
IRN
AUTHORIZE
NET STRIPE
PAYPAL
EXPRESS
ADYEN VANTIV
PAYMENTSPAYMENT OPTIONS
MS OPTIONSPOS
6. How staffPOSMsaaddto
Click page:followingthetodirectedbewillyouthenbuttonStaffAddon
user.POSMsnewaddorfilecsv/xmltolistuserexportalsocan
created.beenhavethatusersoflistaseecanyouStaffs.POSManage>POSMs>SalestogoPOS,Msusingusernewadd Here
You
usersPOSMsofpermissionsaccessdifferentiatetoHow
How usersPOSMsofpermissionsaccessdifferentiateto
account.userthatofinformationeditcanyouThenpage.StaffPOSinlinkEdittheonclickuser,aeditTo
To Manage
file:csv/xmltolistuserroleexportcanYoushown.
bewillpageRoleTheRoles.>POSMs>Salestogouser,POSMsforpermissiondifferentgrant
When
the changethesavetobuttonEditContinueAndSaveorSaveonclickpleaseediting,finishing.Whenchange
savetobuttonEditContinueAndSaveorSaveonclickpleaseediting,finishing
system.POSMsinpermissioncorrespondinghavewillwhousersonticktab,Permission
Connecting devicesperipheral
HOW USETO
bluetooth)orwifiport,
throughmatter(noiPad/laptop/PC
withconnectthatdevicesanyprinters:
&Authorize.Net(supportsportUSB
throughconnecteddevicesonlyswiper:
boxsearchPOSMsintoinformation
fill&barcodesreadcanscanner
theaslongas-bluetooth)orwifiport,
throughmatter(noipad/laptop/pcwith
connectthatdevicesanyreaders:
printers.
&swiperCardreaders,
BarcodewithconnectcanextensionPOS
Receipt
Barcode
usb
encoded
Card
Stripe)
Receipt
usb
You‘
continuetopassword&accountyour
filltoneedsUserappear.willformlogin
aThen,Checkout.POS>POSMs>
togoingbybackendPOSMsfrom
accesstohimguideorlinkcheckoutPOS
himsendcanyouPOS,Msusingin
permissionspecificwithusercreatesyou
accounthis
manages&inlogsuserPOSMsaHow
checkoutforPOS
USETOHOWofpartthetomoveplease
nowPOS,Msforsettingsfinishedhave
Ms
3.1.
After
Ms
Sales
in
9. Handle nformationIustomerC
To
corner. below:asscreenaseewillYou
righttheoniconCustomeronclickingbycustomeraddCheckout,Customeruse
Customer
corner.
Search
In
or
The
it,
want
Create
If
Create
Fill
Shipping
Shipping
information
Guest
When
be
At
auto-filled information.defaultthatwith
bewillfieldsallcheckout,
.used
willbackendinconfigureyouthatcustomerdefaulttheCheckout,Guestuseyou
Checkout
checkout.nextthefor
customerthesavetobuttonSaveonclicktoRemembernot.orAddress
tosimilarisAddressBillingwhetherchoosecanYouetc.Address,Billing&
Group,Email,Name,LastName,Firstassuchcustomertheofinformationenough
button.CustomerNew
onclicksearching,ofinsteadbefore,systemyourinaddedbeenhasn’tcustomer
customernew
change.to
youinformationofpiecestheeditjustpopup,theIncustomer.ofnameonclickplease
editTostep.checkoutinupdatedautobewillsystemtheincustomerofinformation
list.dropdowninresultssuggestedfromcustomerChooseaddress.
phoneemail,name,hisenteringbycustomerthefindquicklycanyoubox,searchthe
customers:
below:asscreenaseewillYou
righttheoniconCustomeronclickingbycustomeraddCheckout,Customeruse
:
To
Checkout
Customer
Manage
information
by
complaints.
telephone account.thatforcheckouttocheckouttoUsebuttononclickthen
oremailname,byaccountcustomerforsearchcanyoulist,CustomerFrom
addoraddressnewaddinformation,customer’sediteasilycanstaffSalessystem.the
storediscomplaintsandrefundhistory,ordercustomer,thatonsalesincluding
CustomerPOS.Ms2Magentooffeaturenewaisinformationcustomer
list
How
When
In
that
How Click
will box.theintocommentaddcanyousoappearpopupaThenNote.Order
AddchooseandcornerrighttoptheiniconNotetheoncommentsaddto
internally.usedareorderoncommentsThelater.itcheckeasilywillyouso
ittocommentaddcanyouorder,youraboutremembertosituations,specialsome
commentsaddtoneedyou
orderantocommentsaddto
11. How orderanforinvoiceissueto
The created
Invoice.tabonclickthenHistoryOrdertabondetailsorder’s
findwillyousuccessfully,isordertheAftercustomer.forinvoiceissuedhaven’tyouifcompletebecan’torder
Order Processing
A
click
email not.orrefundtheaboutcustomersto
sendtowhetherchoosecanYouaction.thecompletetoinvoiceSubmitbuttonon
youTheninvoiced.betoitemofquantitytheentercanyousoappearwillpop-up
How
How
There
when
Before
Before
on
After
When
History
Partial
If
enable
“Mark
Then
you
Note:
How
Customers
you
To
refund.
A
Return
How
Magento
your
backend.
Note:
You
You
Staff
On
Order
The
staff
The
staff
In
history
Location
Similar
location,
The
location,
The
location
Payment
The
method,
payment
The
payment
The
each
In
value,
The
created location.saleeachinpaymenteachby
salesandordersofnumberthedisplayslocationformethodpaymentbySales
method.paymentspecificeachorallbycreatedordereachofstatusandhistory
ID,includinginformationorderallviewcanyoumethod,paymentforlistOrderthe
dayeachbymethodpayment
bycreatedsalesandordersofnumbertheshowsreport(Daily)paymentbySales
period.timecustomainmethod
eachbypaidsalesandordersofnumberthedisplaysmethodpaymentbySales
location.formethod
bySalesandmethodpaymentforlistOrder(Daily),methodpaymentbySales
paymentbySalesincludingreportoftypesdifferent4hasReportPaymentofsection
Report
day.eachby
eachincreatedsalesandordersofnumbertheshowsreport(Daily)locationbySales
period.timecustomanyin
eachincreatedsalesandordersofnumbertheshowsreportlocationbySales
location.forlistOrderand(Daily)locationbySales
bySalesincludingreportsdifferent3hasreportLocationthereport,Staffto
report
staff.salespecificeachoranybycreatedordereachofstatusand
value,ID,includinginformationorderallviewcanyoustaff,saleforlistOrderthe
choose.youthatperiodtimetheindayeach
eachbycreatedsalestotalandorderofnumbertheexpresses(Daily)staffbySales
period.customanyin
saleeachbycreatedsalestotalandordersofnumbertheshowsreportstaffbySales
staff.forlist
and(Daily)staffbySalesstaff,bySalesreports:oftypes3arethererow,reportStaff
Report
period.timecustomanyinreportviewcan
file.CSVorXMLExcelintoreporteachexportcan
Administration/backendAt
below:imagetheonasreportoftypes10displaywillThere
MagentoonReportSales/tabchooseyoureports,viewToperformance.business
intodeepergetyouhelpwhichreportsoftypes10youprovidesPOSMs2
reportsalesrunto
stock.yourtobackitemsthosereturntowantyouifstockto
Tickrefund.makingbeforeinformationtheinfillcanyouthatsodisplaywillpopup
end.theinbuttonRefundSubmitonClick
torequiredisthatorderthechooseyouscreen,POSintabOrderstogorefund,issue
2.Magentoofdefaultpointsrewardbyrefundenablecan
extension,POSMs2MagentoWithcash.inorpointseitherinrefundgetcan
refundissueto
shipped.becansyncedbeenhavethatordersOnly
product.eachofshippedbetoitemsofnumbertheentercan
soappearsthenpop-upAShip.chooseandcornerrighttheonicontheonclickyou
History.Orderinorderthatfindyousuccessfully,orderplacingAftershipped”.as
buttonofturntorememberorder,createyouWhenfunction.ShipmentPartial
canstaffsalesconsignments,moreor2inshippedbetoordersthewantcustomers
shipment:
order.thatforshipmentcreateand
Ordertogocanyoushipped,beenhasn’tbutsuccessfullycreatedbeenhasorder
orderplacing
below:as
itturnbyshipmentcreatecanyouOrder,Placeclickingbycreatedisorderan
orderplacing
order.reviewing
andorderanplacingbeforePOS:Msusingshipmentcreatetowaystwoare
shipmentcreateto
orderanforrefundissueorshipmentcreateto
12. Z-REPORT
Z-report
Z-report
The
transactions, methods.paymentbysalesandsales
ofdetailswithshift,workingeachoftimeclosed–openedrecordsZ-report
day.workingaorshiftaliketimecertainainbalancedrawercashtheshows
How
In
after
Open
To
When
information
-
-
Then shift,
In button
record
Close
When the
shiftnextthefordrawercashinleftiscashofamountTheLeft:Cash
manuallycountedisdrawercashincashofamountTheCounted:Cash
shift.ClosebuttononclickandshiftopenchooseYoushift.closetotabShiftsRegistertogoyouends,shiftworkingyour
shiftworking
shift.yourinchangebalancethewillsystemTheremoved.added/amount
theboxtheinfillthenAdjustmentMakeonclickcanyoudrawer,cashfromcashadd/removetoneedyouifshift,workingthe
management.
shiftthistorecordedbewilltransactionsallthiscloseyouuntilonnowandopeningisshiftworkingnewaDone,onclickyou
shiftthisfornoteAddNote:
shift.previousthefromdrawercashinleftamountcashTheamount:Float
shift:workingnewaopento
infillcanyousoappearwillpopupacorner,righttoptheonicontheonclickyou
Shifts.Registertabtogotoneedyoushift,workingnewaopen
shiftworking
shift.workingeach
ZreportwithmanagementshiftworkingintodeeperdivesPOSMs2,Magentoforversion
shiftworkingmanageto
13. FULLY FEA DTURE
Set up your terminal/iPad Magento toPosMs2 suit your business needs.
Sales
Product Inventory
Reporting
Shift
and moreMuch
Management
These have all been set up from the frontend, you should
not need to edit these features any further. However, If you
do want to amend any of these features, we recommend that
you do so from the backoffice for better performance.